Highly sophisticated tool for handling CPQ. 100% Native on SFDC!
November 20, 2015

Highly sophisticated tool for handling CPQ. 100% Native on SFDC!

Ahmed Bajwa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus

Apttus is widely used in our org across all sales divisions. Below are the features it provides and problems it addresses:
Allowing our sales reps a way to create accurate proposals for our customers per the pricing structure we have put in place. The ability to quote accurately in multiple currencies. The ability to create sales promotions and discounts seamlessly. Implementing approval processes for managerial sign-off on discounts.
  • Completely native to Salesforce. This is a huge plus as it allows you to maintain and customize features in a way that you are already familiar with
  • Apttus provides a lot of functionality out of the box and it can handle all of our pricing models natively
  • Allows the admins to restrict choices for Sales reps and easily implement approval processes for reps to requests discounts or other changes.
  • Although a lot of things can be customized, the main "shopping cart" feature that the sales reps interact with is not as easily customized. We did try making our own feature via visualforce, however this provides complications when it comes time to upgrade.
  • The X-Author tool for editing documents is also a little lacking; it requires us to create additional fields in SF when trying to edit display elements like number of decimal places and date format.
  • There also appeared to be a fair amount of staff turnover at Apttus, as our staff changed a number of times during some of our projects
  • Sales reps spend less time creating more accurate quotes
  • Easy to manage promotions and price changes
  • Proposal revision history was non-existant before
  • Extremely customizable to tailor to business needs, although this is not always a good thing
Apttus CPQ is a thoroughly complex tool which would likely only be implemented for businesses at the enterprise level that have a significant amount of complexity in their products and sales processes. A key consideration is whether you need a CPQ tool native to Salesforce or not.

Conga CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes

Apttus Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Need to explain problems multiple times